FAQ ID # 34
Last Update : 2019/07/12
Print this FAQ

Question / Issue
DataPlus 4.0 Sage 50 CA Accounting - Server Installation

Answer / Solution

PROGRAM: DataPlus for Sage 50 CA Accounting - Server Installation

Table of Contents
Prerequisite for individual performing Server Install
IMPORTANT: You should not attempt server installation if you are not experienced with the following:
    Microsoft Windows Experience
  • Windows Domain
  • Windows Security
  • Windows Firewall
  • Windows Active Directory
  • Windows User Rights
  • Windows User Configuration
  • Windows Universal Access Control (UAC)
  • Windows Group Policy
  • Windows Local Security Policy
  • Windows Services
  • Windows Ports
    Microsoft SQL Experience
  • SQL Server or Express
  • SQL Server Management Studio (SSMS)
  • SQL Security
    Third Party Software
  • Anti-virus installed on network

What you need prior to installation?
    32 Bit OS Operating Systems
  1. Create MS SQL Server or MS SQL Express 32 bit instance
    1. The Act! instance of SQL can be used.
    2. Specify SQL Server administrators
    3. If in Domain environment we recommend adding Domain Administrators
    4. Authentication Mode
    5. Mixed Mode
    6. Make SA enabled
    7. Create sa password and keep for your records
  2. Compatible MS SQL Versions
    1. SQL 2016
    2. SQL 2014
    3. SQL 2012
    4. SQL 2008
  3. SQL Server Management Studio (SSMS)
  4. SQL Security - User Logins
    1. Windows Login Options (use either type)
      1. Type: Windows User
      2. Type: Windows Group
    64 Bit Operating Systems
  1. Create MS SQL Server or MS SQL Express 64 bit instance
    1. The Act! instance of SQL can be used.
    2. Specify SQL Server administrators
    3. If in Domain environment we recommend adding Domain Administrators
    4. Authentication Mode
    5. Mixed Mode
    6. Make SA enabled
    7. Create sa password and keep for your records
  2. Compatible MS SQL Versions
    1. SQL 2016
    2. SQL 2014
    3. SQL 2012
    4. SQL 2008
  3. SQL Server Management Studio (SSMS)
  4. SQL Security - User Logins
    1. Windows Login Options (use either type)
      1. Type: Windows User
      2. Type: Windows Group

    Sage 50 application uses 32 bit ODBC provider, therefore DataPlus will install a 64 bit driver.
    Sage 50 CA Accounting
  1. Sage 50 installed
  2. Sage 50 CA Accounting administrator User Name and Password
  3. Two Users for DataPlus
    1. 1 for DataPlus Bridge
    2. 1 for DataPlus Push
  4. Sage 50 CA Accounting administrator Rights With Third-Party Products/Read/write acc
  5. Sage 50 CA Accounting Multi-User Mode
  6. Integrated Sage Company can only be 27 characters long including excluding extention
    12345678901234567890123.SAI
  7. Path and Sage Database name for integrated Sage Company

User passwords cannot exceed 7 characters.
Use existing windows/active directory group or create new windows/active group and add users to group. Example: DataPlus

Sage 50 CA User Scenerios
Scenario 1
    3 Sage 50 Users
  • ODBC User: bridge
  • Linkserver User: bridge
  • DataPlus Sage 50 Configuration User: push
  • Sage 50 Login: sysadmin
Scenario 2
    2 Sage 50 Users
  • ODBC User: bridge
  • Linkserver User: sysadmin
  • DataPlus Sage 50 Configuration User: bridge
  • Sage 50 Login: sysadmin
bridge and push are sample user names with full permission to Sage 50

Scenarios can be tested in your environment after installation.

What you need for installation.
  1. DataPlus for Sage 50 CA Accounting installer (DataPlus-S100CA-Install.exe)
  2. Act! database for Sage 50 CA Accounting
    1. Hogan Data provides a Act! database with the purchase of DataPlus for Sage 50 CA Application
    2. Or you can use your existing database
      There will be new fields created & will have to be added to layout
    3. Review Act! Act! Database Configuration
  3. Act! Administrator username and password
  4. Sage 50 CA Accounting open

Network Environment
Scenario 1
    Sage 50 CA installed on Server 1
  • Install SQL Instance
    1. Mixed Mode
    2. Security: add Domain Admins

    Act! installed on Server 2

  • Install SQL Management Studio
  • Install DataPlus for Sage 50 CA (Server/Client)
Scenario 2
    Sage 50 CA installed on Server 1

    Act! installed on Server 1

  • Install SQL Instance
    1. Mixed Mode
    2. Security: add Domain Admins
  • Install SQL Management Studio
  • Install DataPlus for Sage 50 CA (Server/Client)
Scenario 3
    Sage 50 CA installed on Server 1
  • Install SQL Instance
    1. Mixed Mode
    2. Security: add Domain Admins
  • Install SQL Management Studio (either on server, client or both)

    Act! installed on Client 1

  • Install SQL Management Studio (either on server, client or both)
  • Install DataPlus for Sage 50 CA (Server/Client)
Scenario 4
    Sage 50 CA installed on Client 1

    Act! installed on Client 1

  • Act! installed on Client 1
  • Install SQL Instance
    1. Mixed Mode
    2. Security: add Domain Admins
  • Install SQL Management Studio
  • Install DataPlus for Sage 50 CA (Server/Client)

DataPlus for Sage 50 CA Accounting - Server Installation
    Sage 50 CA
  1. Open Sage 50 CA
  2. Mark Open data in multi-user mode

    Welcome Screen

  3. Right click DataPlus-S100CA-Install.exe and "Run as administrator
  4. This will start the DataPlus 4.0 setup wizard.
  5. Click on Next >
    License Agreement
  1. License Agreement
  2. If you agree, check "I accept the terms in the license agreement"
  3. Click on Next >
    Server Components
  1. If you are going to install just the server component, check "Server Components"
  2. Check Sage 50 CA - English
    OR
  3. Check Sage 50 CA - French
  4. Click on Next >

    Server/Client Components
  1. If you are going to install server and client component, check "Server Components" and "Client Components"
  2. Check Sage 50 CA - English
    OR
  3. Check Sage 50 CA - French
  4. Click on Next >
    Choose Install Location
  1. Click on Install
    Installing
    Bridge Setup Wizard
  1. Click on Next >
    Bridge Setup Folder
  1. Click on Next >
    Bridge Installation Version
  1. Click on Next >
    Bridge Installing
    Bridge Installation Complete
  1. Click on Close
    Installing
    Installer- English
  1. Click on Yes
    Installer- English
  1. Click on Yes
    Finished
  1. Database created
  2. Click on Finish
    Installer- English
    Server Credentials
    Sage 50 CA Settings
  1. Internal Name Sage 50
  2. Sage 50 Server: YourServerName
  3. Company File: Path and name of Sage50 Company file. - In Sage 50 File/Properties
  4. User: Sage50User
  5. Password: Sage50UserPassword
  6. MySQL Driver MySQL odbc 5.1 Driver
    DataPlus Server Settings
  7. SQL Server Name: Server\SQLInstanceName
  8. Database Name: dpSage50
  9. User: SQLUserName
  10. Password: SQLUserPassword
  11. Click on Next >
    Installer Notice
  1. Notice informing you of installation.
  2. Click on Yes
    Installer Notice
  1. Notice to open Sage 50 Company
    1. Is your Sage 50 program open to your current company database?
    2. Are you in 'multi-user mode'?
  2. Click on Yes

Question: Is Sage open and a user logged into 'Universl.SAI'? 'Universl.SAI' would be your company database.

    Installer Finished
  1. Click on Finish
    Installation Complete
  1. Click Next >
    Run Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish
    Run Server/Client Configuration
  1. CHECK to run Server Configuration
  2. CHECK to run Client Configuration
  3. Click on Finish
    Client Configuration Manager
    Master Connection Settings
    Database Configuration
  1. DataPlus Server: ServerName
  2. DataPlus Database: DataBaseName

    Windows Authentication

  3. SQL User: sa
  4. SQL Password: password

    Integrated Security

  5. CHECK for Integrated Security

    Testing Connection

  6. Test Connection
  7. Click on OK

    Application Settings

  8. Report Path: unc Path to CR Reports
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Close
    Server Configuration Manager
    Master Connection Settings
    Database Configuration
  1. DataPlus Server: ServerName
  2. DataPlus Database: DataBaseName

    Windows Authentication

  3. SQL User: sa
  4. SQL Password: password

    Integrated Security

  5. CHECK for Integrated Security

    Testing Connection

  6. Test Connection
  7. Click on OK

    Application Settings

  8. Report Path: unc Path to CR Reports
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Configure Applications >>
    Configuration
    Application Profiles
  1. Click on S50

    Application Settings
    ACT Credentials

  2. Database; ActDatabaseName click on [..] to browse to database
  3. User Name: ActUserName must be an ACT! administrator
  4. Password: ActPassword
  5. Confirm: ActPassword
  6. Test Connection
  7. Click on OK

    Database Configuration

  8. Database: dpS50 DataPlus database name
  9. Server: ServerName\Instance SQL Instance if applicable
  10. SQL User: sa
  11. SQL Password: password
  12. Check if you want integrated security
  13. Test Connection
  14. Click on OK
  15. Click on Update
  16. Click on OK
  17. Click on Close

DataPlus ACT! Import Configuration
    Server Configuration Manager
  1. Launch "DataPlus 4.0 Server Configuration
  2. Click on Configure Applications >>
Windows Start/All Programs/Hogan Data/DataPlus 4.0/DataPlus 4.0 Server Configuration

    Configuration
    Application Profiles
  1. Click on S50

    ACT Import Settings

  2. Import Setting: Click on [ ... ]
    Import Options
    General Options
  1. Check Disable Database Locking
  2. UnCheck Limited Notices
  3. UnCheck Ignore Warnings
  4. UnCheck Skip Date Check
  5. UnCheck Exclude Sample Data
  6. UnCheck Disable ACT time globalization
  7. UnCheck Disable SQL time globalization
  8. Set Server Timeout (minutes) (default = 2)

    Entity Options

  9. UnCheck Disable creation of ACT! Contacts
  10. UnCheck Disable creation of ACT! Companies
    Check "Disable creation of ACT! Companies" if you do not want to import Companies in the "Company Level" in ACT!
  11. UnCheck Only Import Primary Contacts
    Check "Only Import Primary Contacts" if you only want to import primary contacts.
  12. UnCheck Create Fields Only

    Import Selection

  13. UnCheck Only Run Selected Items
  14. UnCheck Remove Selected Items (greyed out, unless Selected Items are checked)

    Advanced Options

  15. UnCheck If you are not using Limited Access in ACT!
  16. Check If you are using Limited Access in ACT!

    Select Users and Teams
    If you are using ACT! Limited Access, you can choose:

  17. Specific ACT! Team(s)
  18. Specific ACT! User(s)

    Post/Pre Processing

  19. Pre-Process Exe: C:\Program Files (x86)\ACT\Act for Windows\Plugins\DataPlus 4.0\DataPlus-S50-KeepAlive.exe
  20. Argument: /start /conn:S50 /token:S50_S50
  21. Pre-Process Exe: C:\Program Files (x86)\ACT\Act for Windows\Plugins\DataPlus 4.0\DataPlus-S50-KeepAlive.exe
  22. Argument: /stop /conn:S50 /token:S50_S50
  23. Click Okay

    IMPORTANT:
  • If you are not using the ACT! database provided by Hogan Data, for Sage 50 CA Accounting, when the first import is performed, additional fields may be required. Therefore, uncheck "Disable Database Locking" in order for the additional fields to be created.
  • By default, if the "Sales Representative" in Sage 50 CA Accounting equals the ACT! User Name in ACT!, the Sales Represetative name will populate the "Sales Representative" field in ACT!, and will also be the ACT! "Record Manager". The names have to be an exact match.
    Configure Profiles
    Application Profile
  1. Right click S50
    Configure Profiles
    Application Profile
  1. Right click S50
  2. Click on Generate Sample Import Command
    Sample Command Line
  1. Logs entire line details (We recommend "Verbose Logging")
    Verbose Logging
  2. Click on Copy
  3. Click on Close

    Or

    Limited Logging

  4. Log summary details
  5. Click on Copy
  6. Click on Close
    Import-S50.bat
  1. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 4.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 4.0
  2. Create new file "Import-S50.bat"
  3. Right click on Import-S50.bat
  4. Click Edit
  5. Right click Paste

    IMPORTANT

  6. Change DataPlus-Import-Console.exe path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 4.0\DataPlus-Import-Console.exe"
  7. Change Logs path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 4.0\Logs\S50.log"
  8. Save file File/Save
  9. Open Microsoft Scheduler and schedule time to execute the "Import-S50.bat" file.
During the installation process, "Import-S100CA (??BIT).bat" file was created at "C:\Program Files\Hogan Data\DataPlus 4.0" or "C:\Program Files (x86)\Hogan Data\DataPlus 4.0"

This bat file will serve the "Default" configuration for import.

Sample Line
"C:\Program Files\Hogan Data\DataPlus 4.0\DataPlus-Import-Console.exe" /s /co:"S50" /pr:"Default" > "C:\Program Files\Hogan Data\DataPlus 4.0\Logs\S50.log"

    Configure Profiles
  1. Click on Close

DataPlus ACT! Manual Import
    Using Empty Act! Database

    Manual Import

  1. Open ACT!
  2. Click OK
    Note: DataPlus menus have not been configured. We will address this later in KB.
    Manual Import
    If you are using your own custom Act! database, you will need to create custom fields. See Act! Database Configuration
  1. Tools/DataPlus 4.0/Manual Import
    Manual Import
  1. Click on S50
  2. Click on Browse
    Employee Only Import
  1. Check Enable Database Locking
  2. Check Only Run Selected Items
  3. Check S50: (500) Employee
  4. Check S50: (501) Employee Header
  5. Click on Okay
    Manual Import
  1. Click on Import Selected
    Import Complete
  1. Click on Close

    DataPlus Import

  2. Click on Close

    Create Users in ACT! from Employees

  3. In ACT
  4. Tools/Manage Users...
  5. Create New User
  6. Create User from Contact - Create a new User from an existing Contact.

    Manual Import All
  1. ReRun DataPlus Manual Import
  2. Check Enable Database Locking
  3. Use your default configuration
    Import Complete
  1. Click on Close

    DataPlus Import

  2. Click on Close

DataPlus ACT! User Configuration
    Open Act!
  1. DataPlus 4.0 Warning
  2. Click OK
    Note: DataPlus menus have not been configured. When DataPlus is configured in the following steps, this message will be disabled.
    Manage Permissions
  1. Act Menu
  2. Tools/DataPlus 4.0/Manage Permission
    View Permissions
    Current Connections
  1. Click Sage 50 CA

    Permissions

  2. Click View Permissions Tab
  3. Check box for each "View Name" that will be accessed by "ACT! User"
  4. You can double click the header to check or uncheck all
    Misc Permissions
    Permissions
  1. Click Misc Permissions Tab
  2. Check View - enable views in ACT! DataPlus tab (overrides View Permissions)
  3. Check Export - export view to excel
  4. Check S50 Contact Push - Create Customer/Vendor/Employee
  5. - Edit Customer/Vendor
  6. Check S50 CONT Push - enables creating Contracts
  7. Check S50 EST Push - enables creating Estimates
  8. Check S50 INV Push - enables creating Invoices
  9. Check S50 SO Push - enables creating Sales Orders
  10. You can double click header or row to check or uncheck all
    Sales Representative Permissions
    Permissions
  1. Click Sales Representative Tab
  2. Check Box for each sales representative for view permissions
  3. You can double click the header or row to check or uncheck all
  4. Click Save
  5. Click Close
  6. Click Yes
  7. Click OK

Note:

  • Most views have the "Sales Representative" from Sage 50 CA Accounting listed. Each Sales Representative will only be able to see view where they are the Sales Representative.
  • You can also enable Sales Representative to see other Sales Representative information. Example, sales manager may need to view each Sales Representative's views on their team.
  • DataPlus Tab should be available for each DataPlus Client after "DataPlus Client Install".

DataPlus for Sage 50 CA - Push Configuration
    Determine Company Properties
  1. Sage 50 CA
  2. Menu Bar
  3. Choose File
  4. Choose Properties
    1. Company File
    2. Location
    Sage 50 CA Configuration
  1. Open Act
  2. Menu Bar
  3. Choose Tools
  4. Choose Sage 50
  5. Choose Confibure Sage 50 Push
    Sage 50 Connection Settings
    Connection
    This information is generated from the installation process. Verify your information.

    Company Settings

  1. Company File: drive:\path\company name
  2. User: User name
    Based on "Sage User Scenerio" you may have to change this user to a 2nd dedicated user for DataPlus.
  3. Password: password (7 characters max)
  4. Check Multi-user Mode

    Server

  5. Remote Server:ServerName
  6. Click on Test Connection
  7. Click on Ok
  8. Custom MySQL Driver: MySQL ODBC 5.1 Driver (Default)
  9. Click on Employee Mapping Tab

IMPORTANT: If "Test Connection" fails

    Sage 50 Connection Settings
    Employee Mapping

    Employee Field Mapping

  1. Check Employee Push Enable

    You should not have to make any changes below.

  2. Employee Number: Employee Number Default
  3. Name: Contact * Required
  4. Birth Date: Birth Date * Required
  5. Street 1: Home Address 1 * Required
  6. Street 2: Home Address 2
  7. City: Home City * Required
  8. Province Home Province * Required
  9. Postal Code: Home Postal Code * Required
  10. Phone 1: Home Phone
  11. Phone 2: Alternate Phone
  12. Employee in USA: Home Country

  13. Sage ID: eEmployeeID Default
  14. Inactive: InActive
  15. Hire Date: Emp Date Hired
  16. SIN / SSN: Emp SSN
  17. Pay Periods: Emp Pay Periods * Required
  18. Tax Table: Emp Tax Table * Required
  19. State Allowance: Emp State Allowance
  20. State Status: Emp State Status
  21. Federal Allowances: Emp Federal Allowances
  22. Federal Status: Emp Federal Status
  23. Dependent Allowances: Emp Dependent Allowances
  24. Click on Vendor Mapping Tab
    Sage 50 Connection Settings
    Vendor Mapping

    Vendor Field Mapping

  1. Check Vendor Push Enable

    You should not have to make any changes below.

  2. Vendor Number: Vendor Number Default
  3. Name: Company * Required
  4. Name: Contact * Required
  5. Street 1: Address 1 * Required
  6. Street 2: Address 2
  7. City: City * Required
  8. Province Province * Required
  9. Postal Code: Postal Code * Required
  10. Vendor in USA: Country

  11. Sage ID: eVendorID Default
  12. Inactive: InActive
  13. Email: E-mail
  14. Fax: Fax Phone
  15. Phone 1: Phone * Required
  16. Phone 2: Alternate Phone
  17. Currency Code: Currency Code
  18. Tax Id: Tax Id
  19. Web Site: Web Site
  20. Click on Customer Mapping Tab
      Sage 50 Connection Settings
      Customer Mapping

      Customer Field Mapping

    1. Check Customer Push Enable

      You should not have to make any changes below.

    2. Customer Number: Customer Number Default
    3. Name: Company * Required
    4. Name: Contact * Required
    5. Street 1: Address 1 * Required
    6. Street 2: Address 2
    7. City: City * Required
    8. Province Province * Required
    9. Postal Code: Postal Code * Required
    10. Customer in USA: Country

    11. Sage ID: eCustomerID Default
    12. Inactive: InActive
    13. Email: E-mail
    14. Fax: Fax Phone
    15. Phone 1: Phone * Required
    16. Phone 2: Alternate Phone
    17. Currency Code: Currency Code
    18. Tax Id: Tax Id
    19. Web Site: Web Site
    20. Click on Naming Convention Tab
      Sage 50 Connection Settings
      Determine your Sage Company Type

      Industry Type

    1. In Sage
    2. Menu Bar
    3. Setup
    4. Settings ...
    5. Expand Company
    6. Choose Information
    7. Industry Type: IndustryType
      Sage 50 Connection Settings
      Naming Convention
    1. Industry IndustryType Choose your company industry type.
      1. Accommodation
      2. Agriculture
      3. Construction/Contractor
      4. Education Service
      5. Entertainment
      6. Food and Beverage
      7. Manufacturing/Industrial
      8. Medical/Dental
      9. Non-Profit
      10. Other
      11. Personal Service
      12. Professional Service
      13. REal Estate/Property
      14. Retail
      15. Service
      16. Transportation
    2. Transaction Types
      Based on the Industry type you choose, the type of transactions will be chosen.
      1. Estimate
      2. Contracts
      3. Invoices

      Type of transaction will change based on "Industry Type"

  21. Click on Save
  22. Click on Ok

    23. DataPlus for Sage 50 CA Accounting - DataPlus Activation
      DataPlus Activation
    1. Start
    2. All Programs/Hogan Data/DataPlus 4.0
    3. Right click DataPlus 4.0 Activation
      DataPlus Activation
    1. Run as administrator
      We highly recommend activating as "Domain Administrator" or "Local Administrator".
      DataPlus Activation
    1. Click Next
      DataPlus Activation
    1. Copy your serial code from your "Client Portal"
    2. Click Paste Serial
    3. Click Next
      DataPlus Activation
    1. Connecting to the DataPlus registration service
      DataPlus Activation
    1. Click Finish

    Installation, configuration, and connection to your Sage 50 CA Accounting application is complete.

    Related FAQs
    DataPlus 4.0 Sage 50 CA Accounting - Client Installation
    DataPlus 4.0 Sage 50 CA Accounting - Act! Database Configuration
    DataPlus 4.0 Sage 50 CA Accounting - Push
    DataPlus 4.0 Sage 50 CA - Messages
    DataPlus for Sage 50 CA Accounting - SDK
    Sage 50 CA English

    Direct Link to This FAQ
    http://kb.hogandata.com/?f=34

    Back to Top